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PEQSX vs VIVAX
PEQSX vs VIVAX Comparison
Open Charts PEQSX vs VIVAX
Putnam Large Cap Value R6
Price$37.24
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets39.41B
Vanguard Value Index I
Price$69.40
Change+$0.35 (+0.51%)
VolumeN/A
Net Assets195.18B
PEQSX vs VIVAX Comparison Chart in %
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PEQSX vs. VIVAX commentary
Jul 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PEQSX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. PEQSX (39.4B). VIVAX pays higher dividends than PEQSX: VIVAX (2.06) vs PEQSX (1.06). PEQSX was incepted earlier than VIVAX: PEQSX (13 years) vs VIVAX (33 years). PEQSX (0.54) is less costly to investors than VIVAX (0.17). PEQSX is a more actively managed with annual turnover of: 16.00 vs. VIVAX (9.00). PEQSX has a lower initial minimum investment than VIVAX: PEQSX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 5.69 vs. PEQSX (3.38). VIVAX return over 5 years is better than : 71.01 vs. PEQSX (67.12).
| PEQSX | VIVAX | PEQSX / VIVAX | |
| Total Expense Ratio | 0.54 | 0.17 | 318% |
| Annual Report Gross Expense Ratio | 0.54 | 0.17 | 318% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 8.100 | 4.573 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.4B | 195B | 20% |
| Annual Yield % from dividends | 1.06 | 2.06 | 52% |
| Returns for 1 year | 3.38 | 5.69 | 59% |
| Returns for 3 years | 37.51 | 35.05 | 107% |
| Returns for 5 years | 67.12 | 71.01 | 95% |
| Returns for 10 years | 95.04 | 108.32 | 88% |
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